Experience

Lankin Investments

• Canada
• Financial Services
• 1 - 100 Employee

• Vice President, Finance

  • Aug 2023 - Present

  Responsible for overseeing all financial activities, including corporate finance, fund accounting, property management, and asset management accounting, as well as investor relations. Providing strategic insights into the firm’s financial position and guiding a high-performance finance team to support profitable growth and operational stability. Accountable for timely financial reporting, budgeting/forecasting, cash management, fund accounting (including financial reporting and NAV calculations), and property management and asset management accounting. Show less



Searchlight Capital Partners

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Senior Corporate Controller

  • Aug 2018 - Oct 2023

  Reporting to CFO as the Head of Corporate Finance, overseeing financial/regulatory reporting, FP&A, tax & transfer pricing, and treasury functions across Canada, US, and UK, with multiple reporting frameworks including IFRS, ASPE, US GAAP, and UK GAAP. Fund reporting responsibilities include fair value reporting on investments, consolidation and equity accounting of portfolio companies, establishment of investment structures, equity and debt management, and supporting the investment team. Reporting to CFO as the Head of Corporate Finance, overseeing financial/regulatory reporting, FP&A, tax & transfer pricing, and treasury functions across Canada, US, and UK, with multiple reporting frameworks including IFRS, ASPE, US GAAP, and UK GAAP. Fund reporting responsibilities include fair value reporting on investments, consolidation and equity accounting of portfolio companies, establishment of investment structures, equity and debt management, and supporting the investment team.



BGIS

• Canada
• Facilities Services
• 700 & Above Employee

• Controller

  • Nov 2014 - Aug 2018

  Accountable for financial reporting, budgeting/forecasting, business partnering, client management, system configuration, SOX implementation, and integrating acquired businesses. Oversaw financial reporting, compliance, scorecard/KPI, capital projects, and property accounting for 15 multi-year contracts encompassing thousands of properties across Canada and the US. Accountable for financial reporting, budgeting/forecasting, business partnering, client management, system configuration, SOX implementation, and integrating acquired businesses. Oversaw financial reporting, compliance, scorecard/KPI, capital projects, and property accounting for 15 multi-year contracts encompassing thousands of properties across Canada and the US.



Direct Energy

• United States
• Utilities
• 700 & Above Employee

• Senior Manager

  • Dec 2012 - Nov 2014

  Managed a team of 23 (7 direct, 16 indirect offshore) for the Canadian division ($350M+ net revenue), overseeing financial reporting, internal and external audits, and accounting policy and technical memos. Led a team of 9 in preparing carve-out financials for a public company filing and conducting NPV, working capital, and EBITDA bridge analysis for PPA adjustments in a $550M sell-side deal. Additionally, oversaw post-acquisition integration, including the transfer of work from offshore teams for buy-side integration. Show less



PwC

• Professional Services
• 700 & Above Employee

• Manager

  • Sep 2007 - Dec 2012

  Audit and Assurance Group - Managed audits reporting under IFRS, ASPE, and US GAAP in real estate, energy, and other sectors, including 12 months in the US over a 3 year span. - Achieved CEO Award for successfully increasing the engagement margin on a high-profile client. - Marked professional exams and facilitated training sessions. Audit and Assurance Group - Managed audits reporting under IFRS, ASPE, and US GAAP in real estate, energy, and other sectors, including 12 months in the US over a 3 year span. - Achieved CEO Award for successfully increasing the engagement margin on a high-profile client. - Marked professional exams and facilitated training sessions.



Toronto Met Accounting

• Canada
• Accounting
• 1 - 100 Employee

• President

  • 2005 - 2007



PwC

• Professional Services
• 700 & Above Employee

• Audit Associate

  • May 2006 - Aug 2006